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Desk.com

Jessica

January 22, 2019 05:57

Updated

The Desk.com integration allows you to create your own Desk.com support tickets and send them directly to your own personal Desk.com account. The only thing required to set up the Desk.com integration on your form is your Desk.com login name and password!

In your form, go to the Settings > Integration > Help Desk > click “add” next to the Desk.com icon. Also, you can use the Search Bar to quickly find the integration. The integration will be added to your form and click Settings by the integration to add your credentials.

The next step is to enter your Desk.com email address and password into the fields provided as shown below.

Click the checkbox next to "Grant Access" and click the OK button to allow Formstack to send information to your Desk.com account.

After you have granted access to Formstack, the fields available to map in your Desk.com account will appear for you to map to your form. The Name, Email, and Message fields are required to map in the integration as shown by the red asterisks by these fields.

Re-Running the Integration

If an integration fails upon submission, check your integration settings for errors in API or login credentials or in the mapping of form fields. Then, click on a submission in your database. You will see ‘Integration Status’ on the left side of the submission. Click "Run Again". The integration will begin running. If it is successful, a green "Success" message will appear. If it is not, a red "Failed” message will be shown. If this happens, go back to your integration settings and check for other errors in setup.